Night Owl Capital Management, LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$917.3B
Holdings
30
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (30 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GOOGALPHABET INC CAP STK CL C | 319,270 | $77.8B | 8.48% | |
| 2 | MSFTMICROSOFT CORP COM | 148,206 | $76.8B | 8.37% | |
| 3 | SAPSAP SE SPON ADR | 245,058 | $65.5B | 7.14% | |
| 4 | AMZNAMAZON COM INC COM | 258,499 | $56.8B | 6.19% | |
| 5 | GEVGE VERNOVA | 88,990 | $54.7B | 5.97% | |
| 6 | METAMETA PLATFORMS INC CL A | 65,217 | $47.9B | 5.22% | |
| 7 | GEGE AEROSPACE | 152,871 | $46.0B | 5.01% | |
| 8 | TSMTAIWAN SEMICONDUCTOR MFG CO SP | 157,311 | $43.9B | 4.79% | |
| 9 | UBERUBER TECHNOLOGIES | 441,903 | $43.3B | 4.72% | |
| 10 | UNPUNION PACIFIC CORP. | 181,793 | $43.0B | 4.68% | |
| 11 | AONAON PLC REGISTERED SHS CL A | 107,023 | $38.2B | 4.16% | |
| 12 | VVISA INC COM CL A | 93,860 | $32.0B | 3.49% | |
| 13 | WWDWOODWARD | 122,367 | $30.9B | 3.37% | |
| 14 | MAMASTERCARD INC CL A | 53,118 | $30.2B | 3.29% | |
| 15 | NFLXNETFLIX INC COM | 23,888 | $28.6B | 3.12% | |
| 16 | LINLINDE PLC | 51,088 | $24.3B | 2.65% | |
| 17 | VSTVISTRA CORP | 116,161 | $22.8B | 2.48% | |
| 18 | AVGOBROADCOM | 66,065 | $21.8B | 2.38% | |
| 19 | CEGCONSTELLATION ENERGY | 65,775 | $21.6B | 2.36% | |
| 20 | SPOTSPOTIFY TECHNOLOGY SA | 30,352 | $21.2B | 2.31% | |
| 21 | GWREGUIDEWIRE SOFTWARE | 79,596 | $18.3B | 1.99% | |
| 22 | BILSPDR BLOOMBERG 1-3 MONTH T-BIL | 186,441 | $17.1B | 1.86% | |
| 23 | HWMHOWMET AEROSPACE | 80,499 | $15.8B | 1.72% | |
| 24 | CRSCARPENTER TECHNOLOGY | 51,321 | $12.6B | 1.37% | |
| 25 | CSGPCOSTAR GROUP INC COM | 107,711 | $9.1B | 0.99% | |
| 26 | MELIMERCADOLIBRE | 3,887 | $9.1B | 0.99% | |
| 27 | SGOVISHARES 0-3 MONTH TREASURY BON | 59,941 | $6.0B | 0.66% | |
| 28 | GOOGLALPHABET INC. CL A | 3,400 | $826.5M | 0.09% | |
| 29 | BRK-BBERKSHIRE HATHAWAY INC CL A | 1 | $754.2M | 0.08% | |
| 30 | BRK/BBERKSHIRE HATHAWAY INC CL B | 1,000 | $502.7M | 0.05% |